C
Cogent Capital Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$76,233,002
Total clients
11
73% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
11
Average account size
$6,930,273
About
Cogent Capital Group serves a small set of individual clients, including high net worth individuals, with discretionary and non-discretionary portfolio management and related advisory services. For a subset of ultra-high net worth clients the firm also provides expanded family office services—including commercial property management and real estate transaction consulting—under separate non‑advisory agreements.
The firm’s investment approach is grounded in fundamental analysis and diversification, using dividend-paying equities, corporate and government bonds, exchange-traded funds, REITs and publicly traded master limited partnerships to generate income and market exposure. It favors low‑cost ETF and no‑load mutual fund implementation, generally manages cash reserves to mitigate volatility, and does not typically employ derivatives for hedging.
What distinguishes the firm from many peers is the principal’s long background in energy trading and risk management and the integration of that expertise into client portfolios that often include energy‑sector and income‑oriented holdings. The adviser is a sole practitioner who also conducts non‑advisory real estate and property management work for select clients (under separate contracts), an activity that represents a substantial portion of the principal’s business time and is offered alongside the firm’s investment supervisory services.
Client services
Portfolio management
Family office services incl. commercial property management services and consulting on real estate acquisitions on a fixed fee
Family office services incl. commercial property management services and consulting on real estate acquisitions on a fixed fee
Expertise
Real estate investing
Wealth management
Occupation focus
Executive
Fee options
Fixed retainer fee for family office services for select ultra-high net worth clients.
$0 - $2,000,000: 1% annually $2,000,001+: Negotiable
Fee-only: Fee-only compensation; no commissions accepted.
Most active in
Cogent Capital Group has reported serving >5 clients in these states in the last 12 months.
California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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